4114 Pond Hill
Suite 201
San Antonio, Texas 78231
Tel: 210-404-2211
ALAMO ADVISORS, LP, formally registered with the SEC as ALAMO ADVISORS, LP. The firm was established in 07/14/2014. They have over 1 offices throughout the country.
ALAMO ADVISORS, LP is a San Antonio, Texas based Financial Planning firm with nearly $3,226,282,803 assets under management, offering retirement planning & investment advisory services to 898 clients. The firm is staffed with 11 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 122290 |
SEC# | 801-79870 |
Assets Managed by Firm | $3,226,282,803 |
No. of Clients | 898 |
No. of Advisors | 11 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 898 | $3,226,282,803 |
Individuals (other than high net worth individuals) | 91 | $50,767,437 |
High net worth individuals | 107 | $2,801,195,572 |
Charitable organizations | 10 | $374,319,794 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$652,741,971,627 | 818 | 1096 | |
$192,398,103,714 | 269289 | 3349 | |
$140,836,403,633 | 3419 | 510 | |
$134,002,200,000 | 147 | 906 | |
$104,977,500,000 | 95 | 353 |
Explore More Retirement Advisors in San Antonio, Texas